Transforming Taxes into Wealth

Credit Details
This electronically delivered self-instructional program is designated for 1.25 hours of CE credit by Farran Media.

This course does not qualify for ADA CERP CE credit.

The fee to view this course is $36. This cost includes the fee to take the exam and claim your CE credits.

Synopsis:
Through a presentation to financial planners, this course offers an in-depth exploration of Cash Balance Plans for business owners. Explore the key features, benefits, and regulatory requirements of these plans, and learn effective implementation strategies to maximize retirement savings and tax deductions for high-income owners. Real-world case studies and practical examples will provide the knowledge needed to navigate plan design, compliance, and funding strategies. By the end of this course, you will understand the suitability of Cash Balance Plans and their role in enhancing financial planning strategies for owners.

Educational Objectives:
Upon completion of this course, you should be able to:

• Understand what a cash balance plan is and how it differs from other retirement plans.
• Identify which businesses and individuals are ideal candidates for a cash balance plan.
• Learn how to combine cash balance plans with 401(k)/profit sharing for maximum tax savings.
• Discover how much can be contributed annually — and how those contributions reduce taxable income.
• Understand the compliance, funding, and administration requirements of maintaining a plan.
• Review real-life case studies showing how high-income business owners use these plans to build wealth faster.

Description of Speaker:
Retired U.S. Air Force Lieutenant Colonel and experienced financial advisor with over 30 years of leadership and 20+ years of fiduciary financial planning. Founder of a Registered Investment Advisory firm serving 500+ families. Specializes in retirement income, tax-efficient strategies, and high-contribution retirement plans for business owners. Known for collaborative planning with CPAs, attorneys, and CFPs, and for maintaining the highest legal, ethical, and moral standards.

Disclosure:
The author declares that he is a full or partial owner of Retirement and Investment Solutions LLC and Oakwood Summit, LLC.

Legal Disclaimer:
The CE provider (Farran Media) uses reasonable care in selecting and providing content that is accurate. The CE provider, however, does not independently verify the content or materials. The CE provider does not represent that the instructional materials are error-free or that the content or materials are comprehensive. Any opinions expressed in the materials are those of the author of the materials and not the CE provider. Completing one or more continuing education courses does not provide sufficient information to qualify the participant as an expert in the field related to the course topic or in any specific technique or procedure. The instructional materials are intended to supplement, but are not a substitute for, the knowledge, expertise, skill and judgment of a trained health care professional.

Licensure:
Continuing education credits issued for completion of online CE courses may not apply toward license renewal in all licensing jurisdictions. It is the responsibility of each registrant to verify the CE requirements of his/her licensing or regulatory agency.

State CE Requirements:
Click Here for CE requirements by state. Please note that this information is current as of the time of listing. This information is subject to change at any time from the state boards. For the most up-to-date information, please contact your state board directly.

Refund Policy
There are no refunds for Online CE courses. Please contact technical support if you run into technical difficulty.

CE Contact
For any questions, please contact Nareg Apelian, DMD, Director of Continuing Education at nareg@farranmedia.com